Interactive Tool
The Service Calendar Checklist
The same quarterly calendar we run for clients: four quarters, a dozen recurring topics. Pick one and answer a couple of questions to find out whether it's on track or worth a call.
Nothing you enter here is collected, stored or transmitted. There is no sign-up.
Three answers, not a score
Every topic below resolves to one of three plain outcomes. None of them is a number; the point is to tell you where to spend your attention this quarter, not to do the planning for you.
Nothing here needs attention beyond your next scheduled review.
Not urgent, but worth bringing up before it sits long enough to compound.
Worth a conversation this quarter; several of these have real deadlines behind them.
Pick a quarter
Same four quarters we work through with clients all year. Start with the one that's current, or browse any of them.
Where this tool stops
A checklist can tell you which topics deserve attention this quarter. It cannot tell you what to actually do about any of them; that depends on your full picture, and most of these topics interact with each other in ways a two-question flow will never catch.
This is the same calendar we run for clients throughout the year. Bring whichever topic came back time-sensitive and we'll walk it with you.
Book a Strategy CallAbout this tool
Educational material, not tax, legal or investment advice, and not a recommendation. Answers here are self-reported and general; this tool sorts topics by how urgent they typically are, it does not evaluate your actual accounts, documents or coverage. Nothing here substitutes for a review with your own advisor.